Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE GROWTH ALLOCAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 3.33% |
$14.4K - $15K
|
7.8K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
225New |
$12.9K - $13.4K
|
225
$13.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
217+ 1.94% |
$12.4K - $12.9K
|
11.4K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
189+ 11.16% |
$10.8K - $11.3K
|
1.88K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170+ 3.35% |
$9.74K - $10.1K
|
5.24K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158+ 1.44% |
$9.06K - $9.43K
|
11.2K
$653K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
148+ 4.0% |
$8.48K - $8.83K
|
3.85K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
136+ 2.92% |
$7.8K - $8.11K
|
4.79K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 1.87% |
$7.05K - $7.34K
|
6.7K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 1.76% |
$6.76K - $7.04K
|
6.82K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
114+ 0.41% |
$6.53K - $6.8K
|
28.1K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
92+ 0.71% |
$5.27K - $5.49K
|
13.1K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 0.46% |
$4.47K - $4.65K
|
17.2K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
53+ 0.39% |
$3.04K - $3.16K
|
13.6K
$796K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 1.51% |
$2.87K - $2.98K
|
3.37K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
42+ 1.15% |
$2.41K - $2.51K
|
3.71K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
30+ 0.16% |
$1.72K - $1.79K
|
19.3K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
29+ 2.36% |
$1.66K - $1.73K
|
1.26K
$73.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 2.63% |
$1.15K - $1.19K
|
780
$45.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16+ 0.4% |
$917 - $955
|
4.03K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 11.82% |
$745 - $776
|
123
$7.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.47% |
$688 - $716
|
829
$48.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 1.5% |
$631 - $656
|
746
$43.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.74% |
$287 - $298
|
680
$39.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.08% |
$115 - $119
|
2.47K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 0.72% |
$57.3 - $59.7
|
139
$8.13K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$57.3 - $59.7
|
74.4K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.23% |
$573 - $597
|
4.41K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 2.52% |
$860 - $895
|
580
$33.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 0.57% |
$974 - $1.01K
|
2.97K
$174K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.12% |
$1.55K - $1.61K
|
22.6K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-42- 0.9% |
$2.41K - $2.51K
|
4.6K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-53- 0.49% |
$3.04K - $3.16K
|
10.8K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 11.76% |
$5.73K - $5.97K
|
750
$43.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-107- 1.99% |
$6.13K - $6.38K
|
5.28K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112- 0.55% |
$6.42K - $6.68K
|
20.1K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-116- 0.92% |
$6.65K - $6.92K
|
12.5K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-118- 0.43% |
$6.76K - $7.04K
|
27.4K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.97% |
$6.76K - $7.04K
|
5.88K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-170- 2.65% |
$9.74K - $10.1K
|
6.25K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.11% |
$10.6K - $11K
|
16.5K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-188- 2.06% |
$10.8K - $11.2K
|
8.96K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-218- 5.84% |
$12.5K - $13K
|
3.51K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-244- 1.09% |
$14K - $14.6K
|
22.1K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-265- 4.58% |
$15.2K - $15.8K
|
5.52K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-271- 31.59% |
$15.5K - $16.2K
|
587
$34.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-274- 2.13% |
$15.7K - $16.3K
|
12.6K
$735K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 6.43% |
$16.2K - $16.8K
|
4.1K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-374- 3.55% |
$21.4K - $22.3K
|
10.2K
$595K
|